According to reports, Taiwan Semiconductor Manufacturing Co., Ltd. is not only squeezing out its 28-nanometer manufacturing orders, but even 40-nanometer and 65-nanometer production capacities are all in short supply. According to the legal person, the average capacity utilization rate of TSMC has surged to 95% in March and continued to maintain high levels in the second quarter. UMC also reported that the capacity utilization rate can be increased to 90% in April and May. UMC’s projected capacity utilization for the quarter The rate is about 69% and there is an opportunity to increase it to 75% to 80%.
TSMC has a leading technology position in the semiconductor industry. In the second half of 2009, the 40-nanometer advanced process yield rate has improved substantially. This is exactly the recovery demand after the financial turmoil. The 40-nanometer production line has maintained the queue for orders for nearly two years until last year. In January, the chairman of Taiwan Semiconductor Manufacturing Co., Ltd. Zhang Zhongmou first proposed that "current customers are not waiting in line," and the queuing genre is temporarily terminated.
With the end of this wave of inventory depletion, TSMC led the industry to launch 28-nanometer process products. The IC design factory and integrated component maker (IDM) have greatly increased the number of new foundry orders in response to the new wave of new product shipments. The volume will allow Taiwan Semiconductor Manufacturing Co. to reunite with its grand lineup.
TSMC's enthusiasm for queuing orders has detonated from the 28-nanometer manufacturing process. The utilization rate of 40-nm and 65-nm production capacity has also increased rapidly. With the emergence of order rushes, legal persons are optimistic that the 28-nm manufacturing process will account for 5 times the proportion of revenue, which is expected to surpass TSMC. Originally set a target of 28% of the revenue to account for 10% of the revenue, challenging the 15% upward.
The legal person also closely observed that in the wafer foundry Hutchison Taiwan Semiconductor Manufacturing Co., Ltd. and UMC's capacity utilization rate were successively increased. The semiconductor Chunyan is currently in sight, and the spring of other technology industries should not be far away.
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